Jacob Daly, financial advisor San Diego CA
90 score

Jacob Daly

CRD Number: 6014986
Current Firm: Sagepoint Financial, Inc.

Jacob Daly (CRD# 6014986) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
First Investors Advisory Services LLC San Diego, CA Oct 2014 - Current 2
First Investors Corporation San Diego, CA Oct 2014 - Current 2
Uber San Diego, CA Jul 2014 - Oct 2014 < 1
First Investors Corporation San Diego, CA Jul 2014 - Oct 2014 < 1
J.p. Morgan Securities LLC San Francisco, CA Jan 2014 - Jun 2014 < 1
Jp Morgan Chase Bank San Rafael, CA Jun 2011 - Jan 2014 2
J.p. Morgan Securities LLC San Rafael, CA Oct 2012 - Dec 2013 1
Chase Investment Services Corp San Rafael, CA Jan 2012 - Oct 2012 < 1
Hog Island Oyster Company Marshall, CA May 2010 - Jun 2011 1
Sonoma State University Rohnert Park, CA Jan 2008 - May 2010 2
Cpa Valet Novato, CA Oct 2007 - May 2010 2
United States Air Force Colorado Springs, CO May 2005 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jacob E. Daly
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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